|
⚲
|
| Alvin Clay Financial Advisors LLC
✚
|
|
|---|---|
| CRD # | 226655 |
| SEC # | 801-132864 |
| CIK # | |
| AUM | $154.6 M (2025-04-25) |
| Employees | 5 (100% Investors, 0% Brokers) |
| Phone | 267-626-2382 |
| Address | 309 York Road Jenkintown, PA 19046 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 75 | 30.2 |
| (b) Individuals (high net worth individuals) | 40 | 107.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 7.7 |
| (h) Charitable organizations | 2 | 8.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.3 |
| (n) Other | 0 | 0.0 |
| Total | 301 | 154.6 |
| By Discretionary | ||
| Discretionary | 301 | 154.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 301 | 154.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 154.6 | |
| Total | 301 | 154.6 |
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|---|---|---|
|
WJ Financial Advisors LLC
✚
|
CT | 0.2 |
|
Authentikos Wealth Advisory LLC
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|
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|
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|
Hillspring Financial Inc
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|
Marathon Mission Inc
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|
Retirement Income Strategies LLC
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|
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|
OH | 0.2 |
|
Advocate Investing Services LLC
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|
MD | 0.2 |
|
TFG Financial Advisors LLC
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|
FL | 0.2 |
|
Hollingsworth Avent Averre & Purvis PA
✚
|
NC | 0.2 |